Calendar
The Calendar page is your day-at-a-glance for appointments. Switch between day, week, and month views to see what is scheduled, who is coming in, and what still needs to be confirmed.
What you can do
Section titled “What you can do”- View all appointments for the selected shop.
- Click any appointment to see the customer name, vehicle, phone number, notes, technician, and service writer.
- Approve or decline appointment requests when online scheduling is turned on.
- Assign a technician or service writer directly from the appointment detail.
- Add or edit notes on an appointment before the customer arrives.
- Drag and resize appointments in day and week views to reschedule on the spot.
Where the information comes from
Section titled “Where the information comes from”Calendar data comes from TracsConnect scheduling and any appointment information synced from TRACS or connected scheduling tools such as Setmore.
Why something may look wrong
Section titled “Why something may look wrong”- The selected shop is not the shop where the appointment belongs.
- An appointment came in through an outside scheduling tool that has not refreshed yet.
- A technician or service writer is not set up correctly in TRACS.
- Your online scheduling settings do not allow that service, day, or time slot.
For online scheduling setup, see Scheduling.